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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for high-net-worth investors with questions like:
-Should I do Roth conversions?
-Are there tax strategies I should be using?
-Do I have the proper estate plan?
-Is my portfolio allocation diverse enough?
-Will I retire on time?
Take Money Matters with you each week. Download the show wherever you get your podcasts.
Episodes
Feb 16, 2019
Feb 16, 2019
52 min
On this week’s Money Matters, Scott and Pat talk about the market’s recent upswing, and why your investing emotions and investing actions should be two separate things.
Scott and Pat talk to a man in his 30s who wants to improve his retirement savings. A caller has $44,000 cash in a universal life policy and asks if she should surrender the insurance. A California man has a $175,000 boat loan in addition to a big mortgage on a rental property. He wants to know what he should pay off first. Finally, a caller with $1.2 million in a Thrift Savings Plan asks if there's a better place for her money.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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